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Orion Portfolio Solutions’s Blackstone BX Stock Holding History

Orion Portfolio Solutions’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.51M Buy
32,256
+2,541
+9% +$412K 0.04% 374
2024
Q4 		$5.12M Buy
29,715
+1,259
+4% +$219K 0.05% 318
2024
Q3 		$4.36M Buy
28,456
+982
+4% +$136K 0.04% 373
2024
Q2 		$3.4M Sell
27,474
-6,748
-20% -$830K 0.04% 422
2024
Q1 		$4.5M Buy
34,222
+6,131
+22% +$766K 0.05% 344
2023
Q4 		$3.44M Sell
28,091
-2,195
-7% -$237K 0.04% 402
2023
Q3 		$3.24M Sell
30,286
-8,159
-21% -$850K 0.04% 405
2023
Q2 		$3.57M Sell
38,445
-10,904
-22% -$942K 0.04% 423
2023
Q1 		$4.33M Buy
49,349
+36,171
+274% +$3.19M 0.05% 309
2022
Q4 		$978K Buy
13,178
+1,267
+11% +$109K 0.03% 313
2022
Q3 		$997K Buy
11,911
+2,186
+22% +$212K 0.04% 266
2022
Q2 		$887K Buy
9,725
+3,209
+49% +$347K 0.04% 272
2022
Q1 		$827K Buy
6,516
+578
+10% +$70.5K 0.03% 297
2021
Q4 		$768K Buy
5,938
+3,302
+125% +$440K 0.03% 327
2021
Q3 		$307K Buy
+2,636
New +$306K 0.01% 520
2020
Q3 		– Sell
-150
Closed -$8K – 654
2020
Q2 		$8K Sell
150
-348
-70% -$18.3K ﹤0.01% 1277
2020
Q1 		$23K Sell
498
-253
-34% -$14K ﹤0.01% 790
2019
Q4 		$42K Buy
+751
New +$39K ﹤0.01% 587

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Orion Portfolio Solutions's BX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Blackstone (BX) stake by 8.6% in Q1 2025, buying an estimated $412K and bringing the position to 32,256 shares worth $4.51M. The position accounts for 0.04% of the portfolio, ranked #374.

Orion Portfolio Solutions first reported a position in BX in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.12M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Orion Portfolio Solutions held 32,256 shares of Blackstone worth $4.51M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,541 Blackstone shares in Q1 2025, an estimated $412K.
  • Blackstone made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #374 holding.
  • Orion Portfolio Solutions first reported a position in Blackstone in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's Blackstone position peaked at $5.12M in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.